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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1376
Catalyst Funds Management
Australia
$21.1K +$20.5K +100 New
FFA
1377
First Foundation Advisors
California
$20.9K – – –
W
1378
WealthCollab
Washington
$20K – – –
IGWM
1379
ICA Group Wealth Management
Colorado
$20K -$231K -1,126 -92%
WWP
1380
WR Wealth Planners
Missouri
$19.8K +$1.23K +6 +7%
RWM
1381
Raffa Wealth Management
District of Columbia
$19.2K – – –
SGC
1382
Slocum, Gordon & Co
Rhode Island
$19K – – –
MFT
1383
Moisand Fitzgerald Tamayo
Florida
$18.8K – – –
AIM
1384
Anchor Investment Management
South Carolina
$18.5K – – –
NFSG
1385
Newbridge Financial Services Group
Florida
$18.4K – – –
TWD
1386
True Wealth Design
Ohio
$17.9K – – –
CYG
1387
Clean Yield Group
Vermont
$17.9K – – –
OC
1388
Oakworth Capital
Alabama
$17.9K – – –
CJ
1389
Caitlin John
Michigan
$17.7K -$1.15M -5,603 -99%
AP
1390
Atwood & Palmer
Missouri
$17.1K -$5.75K -28 -26%
FPFS
1391
First Personal Financial Services
North Carolina
$16.9K – – –
SC
1392
Stephens Consulting
Michigan
$16.9K +$16.4K +80 New
VWM
1393
Valley Wealth Managers
New Jersey
$16.9K +$16.4K +80 New
FPF
1394
First Pacific Financial
Washington
$16.6K – – –
SP
1395
SWS Partners
Ohio
$16.6K +$16.2K +79 New
LI
1396
LRI Investments
Florida
$16.4K – – –
CAS
1397
Coppell Advisory Solutions
Texas
$16.2K +$15.8K +77 New
GG
1398
Gleason Group
Kentucky
$15.9K – – –
SIS
1399
Sound Income Strategies
Florida
$15.8K +$1.85K +9 +14%
AIM
1400
Arcadia Investment Management
Michigan
$15.6K – – –
54 55
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57 58